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Timothy Plan US Small Cap Core ETF (TPSC) Institutional Ownership

-0.14 (-0.39%)
(As of 09:43 AM ET)

Institutional Ownership Changes (13F Filings) for Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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TPSC Institutional Buying and Selling by Quarter

Timothy Plan US Small Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024 Atria Investments Inc124,253$4.56M0.1%N/A3.550%
5/6/2024 Envestnet Portfolio Solutions Inc.10,470$384K0.0%+5.6%0.299%
4/30/2024 J.W. Cole Advisors Inc.14,911$547K0.0%+2.4%0.426%
4/23/2024 Strategic Blueprint LLC25,549$937K0.1%-2.9%0.741%
4/17/2024 Vicus Capital11,005$404K0.0%+6.9%0.319%
4/16/2024 OneAscent Financial Services LLC156,696$5.75M0.6%+269.4%4.542%
4/16/2024 OneAscent Wealth Management LLC51,340$1.88M0.7%+744.7%1.488%
4/11/2024 O Connor Financial Group LLC150,520$5.52M3.3%+1.4%6.272%
2/12/2024 WorthPointe LLC19,114$676K0.3%+64.2%0.796%
2/9/2024 Advisory Services Network LLC9,476$335K0.0%N/A0.395%
2/9/2024 EverSource Wealth Advisors LLC45,810$1.62M0.1%+16.8%1.909%
2/8/2024 First Heartland Consultants Inc.11,222$397K0.0%-11.2%0.468%
2/7/2024 Envestnet Portfolio Solutions Inc.9,914$351K0.0%+32.8%0.413%
2/6/2024 Bare Financial Services Inc9,731$344K0.7%N/A0.405%
2/5/2024 Silver Oak Securities Incorporated6,087$215K0.0%+232.1%0.254%
2/1/2024 Vicus Capital10,293$364K0.0%+3.0%0.429%
1/31/2024 J.W. Cole Advisors Inc.14,564$515K0.0%+3.0%0.607%
1/25/2024 International Assets Investment Management LLC42,781$1.51M0.0%N/A1.783%
1/24/2024 International Assets Investment Management LLC42,781$1.51M0.0%N/A1.783%
1/23/2024 Householder Group Estate & Retirement Specialist LLC8,447$298K0.1%+107.7%0.352%
1/18/2024 Symphony Financial Ltd. Co.6,062$205K0.0%N/A0.253%
1/17/2024 Sound Stewardship LLC20,393$722K0.5%+146.3%0.850%
1/12/2024 Whitaker Myers Wealth Managers LTD.8,942$316K0.2%-3.7%0.373%
1/11/2024 OneAscent Wealth Management LLC6,078$215K0.1%-93.1%0.253%
1/11/2024 OneAscent Financial Services LLC42,417$1.50M0.2%-9.4%1.767%
1/10/2024 Creative Financial Designs Inc. ADV76,685$2.71M0.3%+2.4%3.195%
11/20/2023 Silver Oak Securities Incorporated1,833$57K0.0%-89.1%0.076%
11/13/2023 Frontier Asset Management LLC44,843$1.39M0.6%-29.4%1.868%
11/13/2023 Envestnet Portfolio Solutions Inc.7,463$231K0.0%N/A0.311%
11/13/2023 Kestra Advisory Services LLC21,106$654K0.0%+57.9%0.879%
11/9/2023 Oliver Lagore Vanvalin Investment Group2,891$90K0.0%+140.5%0.120%
11/9/2023 First Heartland Consultants Inc.12,638$392K0.0%-49.8%0.527%
11/8/2023 Sowell Financial Services LLC19,000$589K0.0%N/A0.792%
11/7/2023 Atria Investments Inc157,882$4.89M0.1%N/A6.578%
11/4/2023 EverSource Wealth Advisors LLC39,208$1.22M0.1%+64.9%1.634%
10/26/2023 Sound Stewardship LLC8,280$257K0.2%N/A0.345%
10/24/2023 J.W. Cole Advisors Inc.14,143$438K0.0%+5.3%0.589%
10/24/2023 Cambridge Investment Research Advisors Inc.8,947$277K0.0%+10.2%0.373%
10/23/2023 Vicus Capital9,998$310K0.0%+15.1%0.417%
10/23/2023Commonwealth Equity Services LLC11,657$361K0.0%+3.7%0.486%
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10/20/2023 O Connor Financial Group LLC148,293$4.59M3.1%+2.0%6.179%
10/13/2023 OneAscent Financial Services LLC46,796$1.45M0.4%N/A1.950%
10/13/2023 OneAscent Wealth Management LLC87,454$2.71M1.2%N/A3.644%
10/10/2023 Householder Group Estate & Retirement Specialist LLC4,067$126K0.0%N/A0.169%
8/17/2023 Vicus Capital8,689$277K0.0%N/A0.362%
8/11/2023 WorthPointe LLC6,848$218K0.1%N/A0.285%
8/10/2023 Frontier Asset Management LLC63,482$2.02M0.9%-26.0%2.645%
8/10/2023 Cetera Advisor Networks LLC24,763$790K0.0%+3.2%1.032%
8/10/2023 Cetera Investment Advisers6,391$204K0.0%N/A0.266%
8/4/2023 EverSource Wealth Advisors LLC23,784$758K0.1%+39.5%0.991%
8/2/2023 Values First Advisors Inc.5,010$160K0.1%N/A0.209%
8/2/2023 Nemes Rush Group LLC1,240$40K0.0%N/A0.052%
8/2/2023 Silver Oak Securities Incorporated16,751$534K0.1%+81.0%0.698%
8/2/2023 Sigma Planning Corp24,518$782K0.0%-1.9%1.022%
7/31/2023 LPL Financial LLC27,948$891K0.0%+62.2%1.165%
7/26/2023 First Heartland Consultants Inc.25,198$803K0.1%-3.7%1.072%
7/26/2023 Creative Financial Designs Inc. ADV65,509$2.09M0.2%+5,432.9%2.788%
7/14/2023 O Connor Financial Group LLC145,383$4.64M3.2%+14.7%6.187%
7/13/2023 Whitaker Myers Wealth Managers LTD.9,068$289K0.2%+8.0%0.386%
7/13/2023 Cambridge Investment Research Advisors Inc.8,116$259K0.0%+6.2%0.345%
5/11/2023 EverSource Wealth Advisors LLC17,046$533K0.1%+50.2%0.758%
5/8/2023 Sigma Planning Corp24,987$781K0.0%+2.6%1.111%
5/5/2023 Silver Oak Securities Incorporated9,255$299K0.0%N/A0.411%
5/3/2023 J.W. Cole Advisors Inc.13,496$422K0.0%+4.0%0.600%
5/2/2023 HHM Wealth Advisors LLC3,878$121K0.0%+53.9%0.172%
4/28/2023 Strategic Blueprint LLC37,400$1.17M0.1%+7.6%1.662%
4/25/2023 Creative Financial Designs Inc. ADV1,184$37K0.0%+57.0%0.053%
4/17/2023 OneAscent Financial Services LLC13,143$411K0.2%N/A0.571%
4/17/2023 First Heartland Consultants Inc.26,174$818K0.1%+10.7%1.138%
4/14/2023 O Connor Financial Group LLC126,780$3.96M3.0%N/A5.512%
2/15/2023 Frontier Asset Management LLC85,938$2.62M1.2%-6.0%3.819%
2/15/2023 Ambassador Advisors LLC287,976$8.76M1.9%+8.3%12.799%
2/9/2023 Sowell Financial Services LLC40,000$1.22M0.1%N/A1.778%
2/9/2023 EverSource Wealth Advisors LLC11,352$345K0.1%+13.2%0.505%
2/7/2023Commonwealth Equity Services LLC11,280$343K0.0%+16.3%0.501%
2/7/2023 Envestnet Asset Management Inc.19,274$586K0.0%+12.2%0.857%
1/26/2023 Strategic Blueprint LLC34,757$1.06M0.1%-2.8%1.545%
1/24/2023 Sigma Planning Corp24,343$741K0.0%+16.0%1.082%
1/13/2023 First Heartland Consultants Inc.23,648$720K0.1%+31.9%1.028%
11/18/2022 Ambassador Advisors LLC265,949$7.37M1.7%N/A13.297%
11/10/2022 Sigma Planning Corp20,980$581K0.0%+3.0%1.049%
11/8/2022 Strategic Blueprint LLC35,753$990K0.1%-21.3%1.788%
11/7/2022 EverSource Wealth Advisors LLC10,030$278K0.1%+45.8%0.502%
11/4/2022 HHM Wealth Advisors LLC2,520$70K0.0%+222.3%0.126%
11/1/2022 Kestra Advisory Services LLC13,099$363K0.0%+48.4%0.655%
10/20/2022 First Heartland Consultants Inc.17,926$496K0.0%-22.0%0.896%
10/18/2022 Allworth Financial LP1,530$42K0.0%+53.5%0.077%
8/13/2022 Frontier Asset Management LLC106,784$3.08M2.6%-53.3%6.102%
8/12/2022 Strategic Blueprint LLC45,407$1.31M0.2%+12.4%2.595%
8/11/2022 Cetera Advisor Networks LLC8,607$249K0.0%N/A0.492%
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8/11/2022 Sigma Planning Corp20,367$588K0.0%-15.6%1.164%
8/10/2022 Cerity Partners LLC20,000$578K0.0%N/A1.143%
8/1/2022 EverSource Wealth Advisors LLC6,877$199K0.1%+31.0%0.393%
7/27/2022 J.W. Cole Advisors Inc.12,138$350K0.0%+10.7%0.694%
7/19/2022Commonwealth Equity Services LLC8,625$249K0.0%-4.0%0.507%
7/13/2022 Allworth Financial LP997$29K0.0%N/A0.059%
7/12/2022 First Heartland Consultants Inc.22,970$663K0.1%+28.2%1.351%
6/10/2022 J.W. Cole Advisors Inc.10,967$362K0.0%+9.6%0.627%
5/25/2022 EverSource Wealth Advisors LLC5,250$173K0.0%+65.1%0.300%
5/16/2022 Frontier Asset Management LLC228,604$7.54M5.3%+119.0%13.063%
(Data available from 1/1/2016 forward)

TPSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPSC shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Timothy Plan US Small Cap Core ETF. The most heavily invested institutionals were Ambassador Advisors LLC ($8.76M), OneAscent Financial Services LLC ($5.75M), O Connor Financial Group LLC ($5.52M), Atria Investments Inc ($4.56M), Creative Financial Designs Inc. ADV ($2.71M), OneAscent Wealth Management LLC ($1.88M), and EverSource Wealth Advisors LLC ($1.62M).Learn more on TPSC's institutional investors.

Which institutional investors have been buying Timothy Plan US Small Cap Core ETF stock?

Of the 36 institutional investors that purchased Timothy Plan US Small Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ambassador Advisors LLC ($287.98K), Atria Investments Inc ($282.14K), OneAscent Financial Services LLC ($174.22K), O Connor Financial Group LLC ($150.37K), OneAscent Wealth Management LLC ($132.72K), International Assets Investment Management LLC ($85.56K), and Creative Financial Designs Inc. ADV ($66.56K).

How much institutional buying is happening at Timothy Plan US Small Cap Core ETF?

Institutional investors have bought a total of 1,498,886 shares in the last 24 months. This purchase volume represents approximately $47.88M in transactions.

Which Timothy Plan US Small Cap Core ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Timothy Plan US Small Cap Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Frontier Asset Management LLC ($168.31K), OneAscent Wealth Management LLC ($81.38K), First Heartland Consultants Inc. ($20.00K), Silver Oak Securities Incorporated ($14.92K), Strategic Blueprint LLC ($11.42K), OneAscent Financial Services LLC ($4.38K), and Sigma Planning Corp ($4.24K).

How much institutional selling is happening at Timothy Plan US Small Cap Core ETF?

Institutional investors have sold a total of 305,336 shares in the last 24 months. This volume of shares sold represents approximately $9.55M in transactions.

This page (NYSEARCA:TPSC) was last updated on 5/23/2024 by Staff

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